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Installed Base & Aftermarket Revenue: Safe Harbor in a Stormy Sea

I had the opportunity to present to a group of Industrial Investors, Industry Analysts, and Industrial OEM leaders recently. The presentation was aimed primarily at an investment audience and outlined their priorities vis-a-vis their Industrial portfolios. I also touch upon how industrial Aftermarket has been the savior for OEMs during recessionary times.
Here’s a shorter version of the presentation edited for brevity:

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